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WAS
Winch Advisory Services’s
The Mosaic Company
MOS
Stock Holding History
Winch Advisory Services’s Portfolio
MOS Stock Details
MOS Fund Activity
Bought
Maintained
Sold
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2019
Q2
–
Sell
-14,910
Closed
-$407K
–
457
2019
Q1
$407K
Buy
14,910
+1,299
+10%
+$39.6K
0.23%
52
2018
Q4
$398K
Sell
13,611
-3,269
-19%
-$108K
0.22%
50
2018
Q3
$548K
Buy
16,880
+165
+1%
+$4.97K
0.28%
52
2018
Q2
$469K
Buy
16,715
+6,153
+58%
+$167K
0.25%
55
2018
Q1
$256K
Buy
+10,562
New
+$278K
0.15%
73
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N
Nuveen
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$369B AUM
31.66%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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